Avg. Base Salary (USD)
The average salary for a Portfolio Analyst is $63,805
What is the Pay by Experience Level for Portfolio Analysts?
An entry-level Portfolio Analyst with less than 1 year experience can expect to earn an average total compensation (includes tips, bonus, and overtime pay) of $55,822 based on 85 salaries. An early career Portfolio Analyst with 1-4 years of experience earns an average total compensation of $62,048 based on 304 salaries. A …Read more
What Do Portfolio Analysts Do?
A portfolio analyst holds an advanced position in finance. The duties of the portfolio analyst vary greatly according to the specific needs of their employer and industry, but these professionals are generally responsible for using appropriate investment tools to carefully prepare reports and detailed analysis on portfolios. They are in charge of conducting research on economic and business interests, as well as remaining up to date on all industry and legal changes or any other matters which …Read more
- Create asset allocation studies, and test or confirm assumptions or constraints in the client profiling process.
- Respond to customer request and coordinate meeting materials for client meetings.
- Facilitate account result and funds investment.
- Research investment solution suite, and make recommendations for enhanced investment solutions.